If you're a single-entity business owner clearing $100K+, or a $250K+ household with one rental or one side business, your preparer is probably missing money. The $2,500 Standard Tax Analysis tells you exactly what they're missing — and ranks it by what to fix first.
Three years reviewed line by line. IRS transcripts pulled. Senior advisor on the delivery call. The fee credits to your first month of recurring work if you continue with us.
For: single-entity owners · 1099 / single-member LLCs · $250K+ households with one rental or side business · not for: multi-entity, multi-state, syndication-heavy (that's Comprehensive or Strategic).
Standard is the right tier when your tax story is real but not yet sprawling. One business or one rental, not five. A clear filing picture, not a multi-state mess. Big enough to need strategy, simple enough to model in two weeks.
You've been to H&R Block. You've used TurboTax. You've tried "the guy a friend recommended." Same outcome every year: paperwork in, return out, no plan, no calls back, no idea what's next. Three real things real prospects told us in the last 90 days.
"Every time I asked him what we could do for next year, he said: just pay more taxes. That's not what I wanted to do."
$250K W-2 + side rental · Apr 2026
"I gave my forms to the last guy in February. April 15 came close, I was texting him every day. Two days before, I just filed it myself."
First-year 1099 contractor · Mar 2026
"I'm here because I don't know what I don't know. After $250K you shouldn't be doing TurboTax. I want to find ways to avoid taxes, not just pay them."
W-2 + new LLC · Feb 2026
Nothing on this list is filler. Every piece lands in your private portal during the two weeks. You keep it whether you continue with us or not.
The fee comes off the first month of recurring work. Effectively, the analysis is free if you become a client. If you don't, you keep the entire deliverable.
Book the 15-min Discovery →Identifying detail removed. Numbers are modeled year-one savings from actual recent Standard Tax Analyses. Available for verified reference on request after engagement.
Cleared $145K net as a 1099 medical contractor. Prior preparer never raised S-corp. After we modeled reasonable comp, the structure saved them ~$11K in year one and put a real retirement vehicle on the table for the first time.
Dual-income household. One rental in their personal name. Cost segregation feasibility came back yes, depreciation reset captured ~$8.4K in year-one savings, and the LLC titling fix removed a real audit risk.
San Antonio contractor. Prior preparer set up the S-corp but never set reasonable comp or accountable plan. We re-modeled comp, surfaced ~$6.2K in misapplied tax, and gave them a vehicle election that fit how the truck actually got used.
Most Standard clients model $5K–$15K in year-one savings. The fee is $2,500. If your situation models below that, we say so on the call, refund within 7 days of delivery, and recommend a $1,000 Tax Review or DIY path instead. We're not in the business of selling you something you don't need.
$10,000 minimum find — or your analysis is on us. If we don't surface at least $10,000 in tax savings and opportunities, we refund your analysis fee in full.
Two weeks from intake to delivery. If we miss that, we knock $500 off automatically.
No upsell pressure. The Tax Analysis is a one-time engagement. Continue with us if you want to. Don't if you don't. The deliverable is yours either way.
Three Google reviews from clients in the Standard zone — first-year filers, small business owners, and prospects who needed an organized process.
They guided me step by step in the process — not only did they educate me, but they made me feel I did not have to worry. Their portal made document delivery easy. I knew what was needed from me and when.
I'm a small business owner who has several businesses but knows little about taxes. This can be a scary position. Elevated Tax Strategies took the time to educate me and walk me through every step. A trusted partner for small business owners.
I hired Elevated Tax Strategies when I needed my tax returns fast — and they nailed it, delivering well before the ETA. Their process was super organized and easy to follow, turning a mountain of paperwork into simple, manageable steps.
Because you walk away with a real plan, not a sales pitch. We pull three years of returns, request IRS transcripts under power of attorney, model the strategies that actually apply to you, and sit with you for an hour. The fee credits to ongoing work if you continue. The savings we model usually exceed the fee in year one alone.
Standard if you have one entity and one household. Single-member LLC, single rental, single side business, single state. Comprehensive ($5,000) if you have multiple entities, multiple rentals, multi-state filings, or a syndication position. We tell you which one fits on the 15-minute Discovery call before you pay.
Both. You get a written analysis covering the last three years and the year ahead, IRS transcript review under power of attorney, a list of every opportunity ranked by dollar impact, and a one-hour delivery session with your senior advisor. Everything lives in your private Basecamp portal for the life of your engagement, and the deliverable is yours to keep.
Two weeks from the day your documents are in. If you have a time-sensitive situation (relocation, sale closing, IRS notice), urgent triage runs in the first 72 hours so nothing waits on the full delivery.
Everything runs through a private Basecamp portal. Every document, question, and meeting recap lives there, organized in one place. You message us in Basecamp, we respond within 1–3 business days depending on plan. You never wonder where things stand. If we go silent, the platform shows it.
Totally fine. You keep the analysis. You take it to your current preparer. They use it to do their job better. We'd rather see you save the money than worry about whether you stay. If your current preparer was already raising S-corp, cost seg, reasonable comp, and quarterly estimates with you, you don't need us — and we'll say so.
The Discovery call is where we map your income, entities, and pain to the right tier. Not a sales pitch. If Standard isn't your fit, we say so. If you're ready, we send the engagement letter same day.
Book the 15-min Discovery →